Ultimus completes Woodfield buy
April 13, 2018

Ultimus Fund Solutions, an independent provider of mutual fund, pooled investment and middle office services, this week confirmed the completion of the acquisition of Woodfield Fund Administration (Woodfield), a privately-owned private fund administration firm headquartered in Chicago, Illinois. 

Ultimus says this will provide clients of both firms with a full-suite of pooled investment administration options and a middle office service solution. The combination allows each firm to better leverage technology investments, resources and assets, providing current and prospective clients the opportunity to access a larger range of services from one combined firm with a hallmark of exceptional client service.

After the acquisition, the firm will serve over 140 clients with nearly 200 employees, and Ultimus' assets under administration will grow to more than $75 billion. Ultimus, headquartered in Cincinnati, Ohio, will also maintain offices in Chicago, Illinois and Denver, Colorado, cities in which Woodfield currently operates.

The transaction was finalized on 2 April.





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Ultimus Fund Solutions, an independent provider of mutual fund, pooled investment and middle office services, this week confirmed the completion of the acquisition of Woodfield Fund Administration (Woodfield), a privately-owned private fund administration firm headquartered in Chicago, Illinois. 

Ultimus says this will provide clients of both firms with a full-suite of pooled investment administration options and a middle office service solution. The combination allows each firm to better leverage technology investments, resources and assets, providing current and prospective clients the opportunity to access a larger range of services from one combined firm with a hallmark of exceptional client service.

After the acquisition, the firm will serve over 140 clients with nearly 200 employees, and Ultimus' assets under administration will grow to more than $75 billion. Ultimus, headquartered in Cincinnati, Ohio, will also maintain offices in Chicago, Illinois and Denver, Colorado, cities in which Woodfield currently operates.

The transaction was finalized on 2 April.



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